Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Polen Capital's Global SMID Company Growth strategy underperformed the MSCI ACWI SMID Cap Index in Q3 2024, returning 7.40% net versus the benchmark's 9.37%, as quality growth-oriented holdings faced headwinds from market volatility and shifting economic sentiments. Top contributors included...” | Q4 2024 Sep 30, 2024 | Preview | |
“Polen Capital's U.S. Small Company Growth Portfolio delivered -10.82% net returns in Q1 2025, slightly outperforming the Russell 2000 Growth Index amid extraordinary market volatility. The quarter saw...” | Q1 2025 Mar 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PGNY.(3 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
